Welcome to Plutus Financial
Check your financial life stage for more details on what you can consider and the services we can provide to you
In Your 20's
Typical profile:
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- Non-homeowner
- No life or income protection insurance
- Job & career established
- Little superannuation accumulated as yet
- Live day to day with no forward planning
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In Your 30's
Typical profile:
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- Home mortgage
- May have an investment property or small value portfolio
- Have young family
- Partner part time or not working
- Little or no life and income protection insurance
- Career established
- Little or no savings
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In Your 40's
Typical profile:
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- Home mortgage manageable, have built up some equity
- Job or career well established
- Partner working
- Costs of family high
- Have life and income protection insurance
- Have an investment property or share portfolio
- Able to but not contributing additional to Super
- Have some spare cash flow monthly
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In Your 50's
Typical profile:
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- Mortgage paid off or very manageable, sizable equity built up
- An investment property or minimal portfolio
- Concerned about health
- Old insurances
- Children self funding
- Able to contribute additional funds to Super
- Concerned about not having the funds to retire
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In Your 60's
Typical profile:
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- Realise the need to continue working due to insufficient super and/or non-home assets
- Contributing as much as possible to Super
- Retire mid sixties
- Claim part pension
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